Guidance on Configuring Compose Email Action in Workspace

[pgvaishnav]

Hi Team,

I have a quick question. I’m trying to configure the Compose Email action in Workspace so that the To, CC, Subject, and Body fields are pre-populated by default.

This is the UI Action - Compose email

function onClick(g_form) {
	var LEGACY_EMAIL_CLIENT_NAME = 'sn-email-editor',
		SEISMIC_EMAIL_CLIENT_NAME = 'sn-email-client-wrapper',
		EMAIL = 'sys_email',
		DRAFT = 'sys_email_draft',
		tValue = DRAFT;

	//get the list of renderers
	var renderers = [];
	if (ux_globals && ux_globals.presource['sn-workspace-content:snCustomRenderer']) {
		renderers = ux_globals.presource['sn-workspace-content:snCustomRenderer'].data.GlideRecord_Query.sys_aw_renderer._results;
	}

	if (renderers.length > 0) {
		// Filter out Email renderers
		var renderMap = {};
		renderers.filter(function(o) {
			return o.table.value == EMAIL || o.table.value == DRAFT;
		}).map(function(o) {
			renderMap[o.table.value] = o.custom_renderer_tag.value;
		});

		//Figure out the final value
		if (!renderMap.hasOwnProperty(DRAFT))
			tValue = EMAIL;
		else {
			if (!renderMap.hasOwnProperty(EMAIL))
				tValue = DRAFT;
			else if (renderMap[EMAIL] == LEGACY_EMAIL_CLIENT_NAME)
				tValue = EMAIL;
		}
	}
	
	var dirtyFieldList = g_form.serialize(true).map(function(field) {
		return {
			field: field.name,
			value: field.value
		};
	});
	g_aw.openRecord(tValue, '-1', {parentTable: g_form.getTableName(), parentSysId: g_form.getSysId(), headerValue: getMessage("New Email"), dirtyFields: dirtyFieldList});
}

Could you please advise on the best way to achieve this?

Thank you for your support.

Best regards,
Prajwal

[Ankur Bawiskar · Accepted solution]

@pgvaishnav 

you should not touch the OOTB UI action

Instead you should configure the email client template for your table and there you can mention TO, CC, BCC, Subject, Body etc

Once configured and you click "Compose Email" in workspace the template gets applied and fields will be populated accordingly

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@pgvaishnav 

Thank you for marking my response as helpful.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[pgvaishnav]

Hi @Ankur Bawiskar,
Thank you very much for your response 😄. It worked as expected.

[ConradoF]

Hi! 

I have a related list of users. I want to check those that I want to send an email to, and then click on a "Compose Email" declarative action that opens the email draft and automatically populates the recipients based on the users I selected on the related list. How do I do that?